Dennis is a Wealth Planner, joining the firm in 2018. Dennis has a strong background and success in fiscal management, business development, as well as several years’ experience in the development of client wealth plans.
Dennis is responsible for the development of client’s wealth plans. Using our Vision360 tools, in coordination with the client’s long-term objectives and goals, Dennis develops custom client plans in coordination with the Wealth Advisors.
Dennis is involved in supporting his local community, being involved in a Council position with the Casa Adobes United Church of Christ. He is also involved in supporting Keeling Elementary School and the local Food Bank. Dennis and his wife, Colleen, enjoy hiking, traveling and supporting their local community via their volunteer efforts. They are jointly blessed with five adult children and five grandchildren.